[ Square ... Reviews ](https://www.g2.com/products/square-9-softworks/reviews) [ Square ... Reviews ](https://www.g2.com/products/square-9-softworks/reviews) # Square 9 Softworks Features ##### ## Platform (13) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, and groups. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Mobility Is accessible from a mobile device and by users on the go. Reporting Provides analytics tools that reveal important business metrics and track progress. Dashboards Creates dashboards to track information like open positions, current headcount, and recruiting pipeline. Internationalization Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. Performance and Reliability Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Reporting and Auditing Access pre-built and custom reports to monitor user activity and storage. System of Record Integration Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. APIs Enables custom integration to external systems. Show More ##### ## File Management (11) File Type Support Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. Metadata Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. OCR Scanning Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. Versioning Keep track of incrementally changing versions of the same file. Collaboration Multiple users can collaborate on document creation, annotation, and review. Document Assembly Autogenerate documents based on templates and form submission. Form Creation Able to create and manage submittable user forms. Portals and Sites Able to create user portals and sites. Disposition Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. Search Can easily find files via a simple and/or advanced search. Web Interface Ability to access documents via a web interface without a client being installed on a device. Show More ##### ## Workflow (5) Process Automation Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. Conditions The workflow engine provides relevant and customizable conditions on which to execute rules. Activities Any action a user can perform in the system can be specified as an automated action. Records Management System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. Case Management System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable. Show More ##### ## Customization (9) Document Generation Enables users to create documents for business processes and provides a wide array of templates which are customizable. Process Design The ability to create custom workflows aligned with business objectives. Process Repository A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows. No-Code App Development Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes. Low-Code App Development Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding. Custom Fields Allows users to add custom fields to forms that aren't already on the templates Conditional Logic Enables forms to hide or show certain fields based on respondents' answers Multi-page Forms Allows users to create forms with more than one page Design Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) Show More ##### ## Collaboration (4) Permissions for Sharing Enable decision-makers to easily share processes with the proper employees. Data Unification Compile data from across all systems so that users can view relevant information easily. Accessibility Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require. Process Routing Ensures the right task is being assigned to the proper employee across an entire process. Show More ##### ## Process Management (7) Process Overview Provides users a holistic view of all workflows so as to see how all processes work together. Process Analysis Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy. Real-Time Process Monitoring Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process. Unstructured Processes Provides the ability to manage unstructured processes. API Connection Connect with existing systems via API. Intelligence Gives user machine learning tools for intelligent process improvement Document Approval Streamline and simplify document approval processes. Show More ##### ## Platform Content (6) Forms Library Provides users with a pre-built library of templated forms related to the hiring process. E-Forms Provides electronic forms for employees to complete. E-Signature Enables new hires to sign forms electronically. Background Checks Enables the employer to perform background checks. Offer Letter Approvals Provides user with offer letter templates. Offer Letter Templates Enables all stakeholders to approve offer letters. Show More ##### ## Platform Additional Functionality (8) Self-Service Portal Enables employees to login and view their onboarding process. Automated Team Introductions Introduces new hires to employees based on org chart. Compliance Training Provides training on relevant compliance issues. Automated Onboarding Workflows Provides workflows which track new hire progress. Onboarding Notifications Provides notifications about the onboarding process to both the new hire and manager. Integration Integrates with other applications to support document storage, document management, process automation and/or workflow management File Conversion Supports the conversion of uploaded documents to other file types Windows and Mac Supports operations on both Windows and Mac Show More ##### ## Platform Data (3) Time-to-Productivity Reporting Provides metrics on the time it takes a new hire to reach productivity. Onboarding Process Reporting Provides holistic Metrics on the onboarding process. Visualization Contains tools to visalize data sets or workflows. Show More ##### ## Invoice Management (3) Capture Provide features to capture invoices such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Show More ##### ## Invoice Processing (4) Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Tax Compliance Comply with local and global tax regulations for collections Show More ##### ## Analytics (3) Due Dates Track invoices based on due dates to identify overdue payments Benchmarking Ability to compare AP automation metrics with other companies KPIs Monitor KPIs such as time to process an invoice or erroneous payments Show More ##### ## Integration (3) Accounting Provide integration with accounting and financial management software Payment Integration Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Show More ##### ## Recruiting and Onboarding (2) Interview Scheduling Coordinates interview scheduling via email, phone, or text Onboarding Tracks key steps in onboarding process including new employee orientation and employee payroll documents. Show More ##### ## Risk (3) Analysis Reduces future risks through root cause analysis and process improvement Identification Reduces frequency of errors, identifies risk and improves efficiency Scoring Scores suppliers and employees based on risk factors Show More ##### ## Recovery (2) Recoup Identifies and recoups funds and prevents errors from happening again Reporting Offers reporting to aid in minimizing future lost profits and process breakdown Show More ##### ## Audit (4) Filters Includes a library of audit-tested filters to identify AP outliers that are outside company policy Post Audits Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims Overpayments Detects and prevents a wide range of overpayment errors Duplicates Detects and prevents a wide range of duplicate payments Show More ##### ## Fraud (3) Vendor Checks Enables automatic checks of new vendors being set up in the system to combat potential billing schemes Data Generation Generates comprehensive data needed to conduct a thorough investigation Monitoring Provides continuous, proactive fraud monitoring across multiple systems and data formats Show More ##### ## Process Development (1) Process Routing Ensures the right task is being assigned to the proper employee across an entire process. Show More ##### ## Operating System (3) PC Operating System Supports Microsoft Windows operating system Mac Operating System Supports macOS operating system Linux Operating System Supports Linux operating system Show More ##### ## Document Processing (5) File Type Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.) Data Extraction Processes data from unstructured and semistructured data sources Mobile Capability Allows for mobile upload of documents and images Intelligent Processing Provides AI and machine learning tools to accelerate data analysis Image Enhancement Provides image enhancement before processing (E.g. rotation, image cropping, removing noise, enhancing contrast, etc.) Show More ##### ## Additional Functionality (5) Embedded Forms Enables forms to be embedded onto a website without having to create code from scratch Offline Capability Can used without an internet connection Notifications Sends notifications when a completed form is recieved Payments Contains integrations with payment processors, enabling users to accept payments through forms Mobile Forms Allows users to build, distribute and access forms from a mobile device Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Data Capture (2) Multi-format Support Allows the user to process documents in various formats such as PDF, DOCX, and JPEG. OCR Capabilities Gives user the ability to convert different types of documents into machine-readable text using Optical Character Recognition (OCR). Show More ##### ## Data Extraction (2) Entity Recognition Enables the user to identify and extract specific entities like names, dates, and addresses from documents. Text Classification Gives user the ability to categorize sections of text within the document based on preset criteria. Show More ##### ## Data Validation (1) Accuracy Checking Provides the user with the capability to validate the extracted data for accuracy. Show More ##### ## Workflow Automation (2) Batch Processing Enables the user to process multiple documents in a single batch operation. Process Integration Gives user the ability to connect to automation technology, such as robotic process automation (RPA). Show More ##### ## Document Management (2) Search Functionality Enables users to search through the content of processed documents easily. Version Control Allows the user to track changes and manage different versions of a document. Show More ##### ## Machine Learning (1) Custom Model Training Gives user the ability to train custom machine learning models for specific data extraction tasks. Show More ##### ## Natural Language Processing (1) Sentiment Analysis Provides the user with the ability to analyze the sentiment expressed in the textual content of the document. Show More ##### ## Semantic Analysis (1) Contextual Understanding Allows the system to understand the context of words and phrases for better data extraction and classification. Show More ##### ## Data Integration (1) API Support Provides the user with the ability to integrate the IDP system into other applications through APIs. Show More ##### ## Security (2) Compliance Standards Assures the user that the system complies with industry regulations like GDPR. Data Encryption Ensures that all data processed is encrypted for security. Show More ##### ## Agentic AI - Enterprise Content Management (ECM) (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Business Process Management (7) Multi-step Planning Ability to break down and plan multi-step processes Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - OCR (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Onboarding (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - AP Automation (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![DocuWare](https://images.g2crowd.com/uploads/product/hd_favicon/1522071240/docuware.svg "DocuWare") DocuWare 4.4/5 (238) ](https://www.g2.com/products/docuware/reviews) [ ![Laserfiche](https://images.g2crowd.com/uploads/product/hd_favicon/1549935323/laserfiche.svg "Laserfiche") Laserfiche 4.7/5 (1,205) ](https://www.g2.com/products/laserfiche/reviews) [ ![Hyland OnBase](https://images.g2crowd.com/uploads/product/hd_favicon/ab26ad500037a024c205aef3572781c9/hyland-onbase.svg "Hyland OnBase") Hyland OnBase 4.4/5 (308) ](https://www.g2.com/products/hyland-onbase/reviews) [ View All Alternatives ](https://www.g2.com/products/square-9-softworks/competitors/alternatives) Square 9 Softworks Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_8018b13707829502565f0e10c4634e7a/docuware.gif "Product Avatar Image") DocuWare 4.4/5 (250) [ Compare Now ](https://www.g2.com/compare/docuware-vs-square-9-softworks) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_567526c3e0ca0f7385662e2e16eeba06/laserfiche.png "Product Avatar Image") Laserfiche 4.7/5 (1,246) [ Compare Now ](https://www.g2.com/compare/laserfiche-vs-square-9-softworks) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_1363f968707f52036652a50181b8fbb8/hyland-onbase.png "Product Avatar Image") Hyland OnBase 4.4/5 (324) [ Compare Now ](https://www.g2.com/compare/hyland-onbase-vs-square-9-softworks) ##### Categories on G2 [ Online Form Builder ](https://www.g2.com/categories/online-form-builder)[ Onboarding ](https://www.g2.com/categories/onboarding-software)[ AP Automation ](https://www.g2.com/categories/ap-automation) [ Document Management ](https://www.g2.com/categories/document-management)[ Enterprise Content Management (ECM) ](https://www.g2.com/categories/enterprise-content-management-ecm)[ Intelligent Document Processing (IDP) ](https://www.g2.com/categories/intelligent-document-processing-idp)[ Business Process Management ](https://www.g2.com/categories/business-process-management)[ OCR ](https://www.g2.com/categories/ocr) Show More ##### Explore More [ What are the best email marketing services with automation features? 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